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Salesforce

2,906 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,078 increasing their positions, 1,225 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

7.13% more ownership

Funds ownership: 79.51%86.64% (+7.1%)

4% more funds holding

Funds holding: 2,7922,906 (+114)

12% less repeat investments, than reductions

Existing positions increased: 1,078 | Existing positions reduced: 1,225

Holders
2,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.1B
Puts
$6.12B
Net Calls
Net Calls Change

Top Sellers

1 -$1.61B
2 -$1.15B
3 -$590M
4
Invesco
Invesco
Georgia
-$476M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1901
Capital Advisors Inc
Oklahoma
$617K
AWA
1902
AGH Wealth Advisors
Kansas
$617K
LOIM
1903
Liberty One Investment Management
Illinois
$613K
ACM
1904
AlphaStar Capital Management
North Carolina
$610K
TWM
1905
Trueblood Wealth Management
Ohio
$609K
AWE
1906
Avidian Wealth Enterprises
Texas
$609K
GSIAS
1907
Garden State Investment Advisory Services
New Jersey
$609K
FFA
1908
Founders Financial Alliance
North Carolina
$608K
AHL
1909
Abel Hall LLC
Louisiana
$608K
SCI
1910
Silver Coast Investments
United States
$606K
VCA
1911
Verdence Capital Advisors
Maryland
$606K
CWM
1912
Connecticut Wealth Management
Connecticut
$605K
S
1913
Sunpointe
Missouri
$605K
ST
1914
Smithfield Trust
Pennsylvania
$604K
IWA
1915
IVC Wealth Advisors
Pennsylvania
$602K
FA
1916
Fiduciary Alliance
South Carolina
$601K
VGDSS
1917
VUB Generali dochodkova spravcovska spolocnost
$599K
WAG
1918
Wilkerson Advisory Group
Missouri
$599K
CIM
1919
CIM Investment Management
Pennsylvania
$599K
ST
1920
Somerset Trust
Pennsylvania
$598K
DI
1921
Diligent Investors
California
$596K
DIP
1922
Davis Investment Partners
North Carolina
$596K
AWM
1923
Accurate Wealth Management
Florida
$595K
BFA
1924
Beacon Financial Advisory
Ohio
$595K
VFG
1925
Victory Financial Group
Texas
$593K